A dramatic family feud over the inheritance of a prized Oregon winery has concluded with a landmark penalty for the misuse of artificial intelligence in court proceedings, exposing deep rifts between siblings and raising serious questions about legal ethics in the digital age. 20 Apr

Landmark Penalty for Misuse of Artificial Intelligence in Court

This dramatic feud over inheriting a family-owned winery drove a wedge between four siblings and led to a landmark penalty over the use of Artificial Intelligence (AI) in court.  20 Apr

Feud Over Family-Owned 80-Acre Winery Turns Sour

Careers, families, and assets no longer fit neatly within a single jurisdiction... As lives become increasingly global, estate planning must reflect that reality. 17 Apr

Cross-Border Estate Planning Lessons from a Destination Wedding

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes. Take the time to meet with a tax and estate planning professional to ensure your gift and estate plans are well thought out and properly implemented. 17 Apr

Lifetime Gifting Strategies: Ways to Give Assets Tax-Free

When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence. 15 Apr

Undue Influence: Proving Someone Manipulated an Estate Plan

Estate theft is a serious allegation that can have lasting consequences. Whether you’re pursuing a claim or defending against one, taking the right legal steps is critical in safeguarding the interests of the estate as well as your own.   14 Apr

What to Do if You Suspect —or Have Been Accused of— Estate Theft

Have you considered how your treasured collectibles can support your lifestyle and enrich your legacy? Treating these assets as an active part of your planning opens new doors for flexibility, peace of mind, and meaningful generational transitions. 14 Apr

Integrating Collectibles into Lifestyle and Legacy Planning

This episode of Financial Decoder explores inheritance from both perspectives: the person planning to pass on wealth and the heir receiving it. 13 Apr

Financial Decoder Podcast Examines “Both Sides of an Inheritance”

Absence of a clear and well-structured will often leads to protracted and costly legal disputes, straining relationships. Take steps, now, to ensure your will is "contest-proof"... 13 Apr

Eliminating Ambiguity: Steps to Ensure Your Will is “Contest-Proof”

An understanding of the legal framework governing estate and trust distributions provides the necessary context for examining why fiduciaries may choose to postpone disbursements. 11 Apr

Frequently Asked Questions About Delayed Distributions

There has been a rise in disputes over estates, with many of the problems linked to outdated wills or the absence of any Will at all. Rise in Will disputes prompts warning to people in their 40s and 50s... 10 Apr

Rise in UK Estate Disputes: The Cost of Outdated Wills

A shareholders’ agreement is an important document to shareholders and businesses. There are several reasons to review a shareholders’ agreement every 3 to 5 years. 07 Apr

Reasons to ‘Dust Off’ a Shareholders’ Agreement